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  Name: Souders Financial Advisors
  City: CINCINNATI
  State: OH
  Zip: 45248
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $633,785,000
  Total Value Change : $49,674,000
  Securities Held Change : 7
   
All Securities Held : 160
  New Positions : 14
  Closed Positions : 8
  Increased Positions : 73
  Unchanged Positions : 4
  Decreased Positions : 69

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 19 New $0.00 $8,745,000 192,999 1.38% 8,745,000 192,999 0.067    N/A
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 52 New $151.09 $3,541,000 21,912 0.56% 3,541,000 21,912 0.005    Domestic Money Center...
   (TRP)1 Year Chart         TRP TC Energy Corp 55 New $46.83 $3,325,000 82,700 0.52% 3,325,000 82,700 0.009    Foreign Utilities
   (BSCT)1 Year Chart         BSCT Invesco Bulletshares 2029 C... 64 New $0.00 $2,612,000 142,707 0.41% 2,612,000 142,707 0.634    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 99 New $669.38 $856,000 1,410 0.14% 856,000 1,410 0    Music & Video Stores
   (AMGN)1 Year Chart         AMGN Amgen Inc 109 New $298.62 $770,000 2,708 0.12% 770,000 2,708 0    Biotechnology
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 111 New $170.07 $676,000 3,357 0.11% 676,000 3,357 0.001    Oil & Gas Refining, P...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 115 New $480.73 $585,000 1,399 0.09% 585,000 1,399 0.001    Drug Manufacturers - ...
   (UAPR)1 Year Chart         UAPR Innovator S&p 500 Ultra Buf... 147 New $0.00 $261,000 9,251 0.04% 261,000 9,251 0.232    N/A
   (BAPR)1 Year Chart         BAPR Innovator S&p 500 Buffer Etf 151 New $0.00 $235,000 5,857 0.04% 235,000 5,857 0.162    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 152 New $231.94 $226,000 751 0.04% 226,000 751 0    Internet Software & S...
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 156 New $30.85 $204,000 7,162 0.03% 204,000 7,162 0    Multi Utilities
   (FDX)1 Year Chart         FDX Fedex Corp 157 New $246.43 $200,000 692 0.03% 200,000 692 0    AirDelivery & Freight...
   (PXMD)1 Year Chart         PXMD Paxmedica, Inc. 160 New $0.00 $20,000 40,000 0% 20,000 40,000 0.34    N/A
      14 Records Found
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